Wealth Manager (Sales)
- Full Time
Company Name : Guardian Capital Investment Advisors Pvt. Ltd. (part of Guardian Holdings)
Salary range: 12 to 15 L / year plus incentives
- Experience working in a major bank such as HDFC, YES, ICICI, SBI, Kotak , Axis, and IndusInd OR experience working in a premiere wealth management firm such as IIFL Wealth and Anand Rathi.
- Ability to manage relationships both internal and external
- Adept at multitasking
- Must have a book of clients he or she can contact on behalf of Guardian.
- Qualification : CFP professional
Brief Discussion Points on the Role:
- Client acquisition and client account management - this includes both retail and institutional clients.
- Review Guardian products and prepare sales and promotional materials for Guardian’s products. Create and execute sales strategies for Guardian’s products.
- Proactively review Guardian’s existing client base - create and execute sales strategies aimed at Guardian’s existing client base.
- Work with leadership to plan, implement, and execute strategies related to business development.
- Hiring Manager Details: